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TOP 30 Legacy planning in Kentucky
47 results found
Search for local businesses, places and services near you
Family Wealth Strategies
Family Wealth Strategies, located at 5940 Timber Ridge Drive in Prospect, Kentucky, offers comprehensive financial services tailored to meet the unique needs of retirees and those nearing retirement. Specializing in Legacy & Investments, Taxes & Risk, Income & Estate planning, Family Wealth Strategies is dedicated to helping clients navigate the complexities of financial management. Their team of experienced professionals will work with you to develop a customized retirement plan that includes investment planning, tax-efficient strategies, estate planning, health care planning, and income planning. By analyzing your financial situation and risk tolerance, they can help you make informed decisions about your investments and assets.
Mariner Wealth Advisors
Mariner Wealth Advisors is a leading financial institution located at 4801 Olympia Park Plaza in Louisville, Kentucky, United States. Specializing in wealth management and financial planning services, Mariner Wealth Advisors provides personalized solutions to help individuals and families achieve their financial goals. With a team of experienced advisors and a commitment to client success, Mariner Wealth Advisors offers comprehensive financial services tailored to each client's unique needs. Whether you are planning for retirement, investing for the future, or navigating complex financial decisions, Mariner Wealth Advisors is dedicated to helping you build and preserve your wealth.
Mercurio Wealth Advisors
Mercurio Wealth Advisors is a finance institution located at 9100 Shelbyville Road in Louisville, Kentucky, United States. We provide the toolkit you need for retirement planning, offering access to strategies that are often overlooked. Our Retirement 360 Gameplan™ focuses on creating a culture of learning and understanding throughout your experience, with a personalized plan tailored to your individual needs. Our comprehensive strategy includes retirement income planning, investment planning, legacy planning, healthcare planning, and tax planning. We are committed to empowering retirees to make informed decisions for their future. Please consult with a qualified financial adviser and/or tax professional before implementing any strategy. Insurance products and services are offered through Mercurio Insurance Services. Note that investing involves risk and no strategy can guarantee a profit or protect against loss. Annuity guarantees are backed by the issuing insurance company. The information provided is for informational purposes only and should not be used as the sole basis for financial decisions.
Gratz Park Private Wealth
Located in the heart of Lexington, Kentucky, Gratz Park Private Wealth is a premier financial institution dedicated to helping clients achieve their financial goals with confidence. Our team partners with individuals in Lexington and beyond to understand their needs, passions, and aspirations, and create personalized wealth management strategies. As your advocate, we prioritize building strong relationships based on trust, compassion, and integrity. Our intuitive approach to wealth planning involves educating and empowering clients to make informed decisions about their financial future. Through strategic planning and organization, we aim to help clients grow and preserve their wealth while creating a lasting legacy for their families.
American Fortune Mergers & Acquisitions
American Fortune Mergers & Acquisitions is a finance institution located at 620 South 3rd Street in Louisville, Kentucky, United States. They specialize in business sales, acquisitions, exit planning, and business valuation. With a focus on maximizing the value of each business, they treat each one as a legacy worthy of celebration. Their team of experts, including Valuation Experts, work to skillfully assess and enhance the unique entrepreneurial achievements of each business. American Fortune is known as one of America's most trusted M&A advisory firms, providing services to businesses with sales of up to $50 million since 1998. They offer a range of services to help business owners navigate the complex process of selling their company, including pre-sale preparation, exit strategies, tax minimization planning, and more.
Wealth Management at Bank of the Bluegrass
Wealth Management at Bank of the Bluegrass is a premier financial institution located at 215 Southland Drive in Lexington, Kentucky, United States. Our experienced team of financial advisors offers personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or growing your investments, we are here to provide expert guidance and support. Trust us to help you navigate the complex world of finance and secure your financial future. Visit us today and let us help you build and protect your wealth.
Knight Wealth Advisors
Knight Wealth Advisors, located at 84 Plantation Drive in Paducah, Kentucky, is a finance institution dedicated to coordinating your financial care to make your life easier. Our team offers personal financial planning and portfolio management to a diverse group of clients, including business owners, medical professionals, executives, retirees, and more. We listen closely to your hopes, goals, and dreams, and then develop strategies and action plans to help you achieve your legacy. Take the next step toward financial planning with KWA. Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Knight Wealth Advisors is independent of Raymond James Financial Services. Please note that links provided are for information purposes only, and Raymond James does not endorse or sponsor any listed websites. Visit us at our Paducah location to start planning for your financial future.
Edward Jones - Financial Advisor: Ashley T Cassity
Edward Jones - Financial Advisor: Ashley T Cassity is a reputable financial institution located at 60 Stonecrest Court in Shelbyville, Kentucky, United States. Specializing in providing personalized financial solutions, Ashley T Cassity offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and tailored investment strategies, this institution is dedicated to helping individuals and families secure their financial future. Contact Ashley T Cassity today to start planning for a brighter tomorrow.
Larry E Botts, Ceo - Wealth Coach Of Kentucky, Dba Larry E. Botts & Associates
Larry E. Botts, CEO - Wealth Coach of Kentucky, DBA Larry E. Botts & Associates, is a finance institution located at 444 Lewis Hargett Circle, Lexington, Kentucky, United States. Specializing in life insurance and financial planning, the firm is dedicated to serving professional advisors and helping clients leave a legacy of love and financial security. Larry E. Botts, John Marcum, and Oscar Brewer are licensed agents with New York Life and other independent insurance companies, offering services to a diverse range of clients including entrepreneurs, professionals, educators, and more. Additionally, Larry E. Botts is registered as an investment adviser representative with Eagle Strategies LLC, providing advisory services in multiple states. Please consult with a tax, legal, or accounting professional before making any financial decisions.
McFarland Wealth Management Group - UBS Financial Services Inc.
McFarland Wealth Management Group - UBS Financial Services Inc. is a reputable finance institution located at 307 South Ashland Avenue in Lexington, Kentucky, United States. With a team of experienced financial advisors, they offer a wide range of wealth management services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, McFarland Wealth Management Group can provide personalized solutions to meet your needs. Trustworthy and dedicated, they strive to provide top-notch financial services to clients in the Lexington area and beyond.
Net Law Group
Net Law Group, located at 12910 Shelbyville Road in Louisville, Kentucky, is a pioneering institution that powers the online delivery of estate planning legal counsel nationwide through its partnership with Hargrove Firm. This innovative platform provides a better way for financial advisors to refer clients to qualified lawyers for estate planning, ensuring that their clients' legacies are secured with expert advice. Net Law Group also offers a seamless online experience for attorneys to manage their estate planning practice efficiently, allowing them to focus on client service rather than administrative tasks. By modernizing interactions between estate planning attorneys, financial professionals, and clients, Net Law Group is revolutionizing the legal industry with its convenient online platform.
McMurry & Livingston PLLC
McMurry & Livingston PLLC is a full-service law firm located at 201 Broadway Street in Paducah, Kentucky, United States. Our experienced team of attorneys provides a wide range of legal services to individuals, families, and businesses. Founded by W. Pelham McMurry and Milton M. Livingston, Jr., we are proud to carry on their legacy as the oldest continuous-named law practice in Paducah. Whether you need assistance with personal matters, estate planning, or business transactions, our dedicated team is here to help you navigate the legal process with expertise and professionalism. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
Michelle Marks - Raymond James
Michelle Marks - Raymond James is a finance institution located at 4969 U.S. 42 in Louisville, Kentucky, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a focus on building long-term relationships based on trust and integrity, we strive to provide the highest level of service and expertise to our clients. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Michelle Marks - Raymond James is here to help you navigate the complexities of the financial world and create a secure financial future.
Fifth Third Private Bank - Philip Culver
Fifth Third Private Bank - Philip Culver is a prestigious financial institution located at 401 South 4th Street in Louisville, Kentucky, United States. As a private bank, it offers personalized financial services and wealth management solutions to high-net-worth individuals and families. With a focus on building long-term relationships and providing tailored financial advice, Fifth Third Private Bank - Philip Culver is committed to helping clients achieve their financial goals and secure their financial futures. Visit their office in Louisville for expert financial guidance and exceptional service.
Brightwell Elder and Probate Law - Louisville
Brightwell Elder and Probate Law in Louisville, Kentucky, is a trusted institution specializing in Elder Law, Probate, Estate Planning, Medicaid, and Probate Litigation. Attorney Bruce A. Brightwell is dedicated to helping clients plan for the future and navigate legal issues efficiently. Whether you need assistance with Medicaid planning, estate planning, or elder care, Brightwell Law is here to help. With a focus on compassionate guidance and attention to detail, we strive to protect your assets and ensure your wishes are honored. Serving clients in Louisville, New Albany, and Jeffersonville, our firm is committed to providing high-quality legal services to meet your needs. Contact us for an initial consultation to discuss your legal concerns and goals for the future. Let Brightwell Elder and Probate Law guide you through the complexities of estate planning and probate, so you can protect your loved ones and secure your legacy.
Hargrove Firm LLP
Hargrove Firm LLP, located at 444 East Main Street in Lexington, Kentucky, is a renowned institution specializing in accounting, finance, and legal services. With a focus on securing lasting legacies for their clients, the expert team at Hargrove Firm navigates the legal landscape with empathy and precision. Specializing in trusts, guardianships, conservatorships, and estates, the team at Hargrove Firm provides top-notch representation for professional fiduciaries. Business owners trust Hargrove Firm to protect their interests in all stages of their endeavors, especially during transactions.
Kentucky Lumber
Kentucky Lumber is a family-owned and operated store located at 8952 Allensville Road in Allensville, Kentucky. We specialize in supplying shiplap, tongue and groove, wood flooring, and reclaimed barn wood flooring to help ordinary people build extraordinary things. Our rustic setting and heartfelt level of service set us apart from other lumber yards. At Kentucky Lumber, we welcome every idea and strive to help you turn it into something bigger and better than you planned. Whether you're choosing lumber, sketching ideas, or bringing a well-planned design to life, we are here to educate, enable, and inspire dreamers and doers like you.
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